ZipRecruiter

Log In

1

Finance Advisor Assistant Jobs in Riverside, CA (NOW HIRING)

Summit Solutions LLC

Executive Assistant

Riverside, CA · On-site

$74K/yr

You'll partner closely with a seasoned Financial Advisor, providing personalized support that ... • Assist in the planning and execution of client events and workshops, enhancing client ...

Summit Solutions

Executive Assistant

Riverside, CA

You'll partner closely with a seasoned Financial Advisor, providing personalized support that ... environment. * Assist in the planning and execution of client events and workshops, enhancing ...

Summit Solutions

Executive Assistant

Riverside, CA · On-site

You'll partner closely with a seasoned Financial Advisor, providing personalized support that ... • Assist in the planning and execution of client events and workshops, enhancing client ...

Navien, Inc.

Finance Director

Irvine, CA · On-site

$167K - $177K/yr

Support internal control initiatives and process improvement projects * Assist in implementing ... You choose-- gas, pet care, financial advisor, gym membership * Phone Allowance * Leadership Pay ...

Navien, Inc.

Finance Director

Irvine, CA

$167K - $177K/yr

Support internal control initiatives and process improvement projects * Assist in implementing ... You choose-- gas, pet care, financial advisor, gym membership * Phone Allowance * Leadership Pay ...

Thrivent

Administrative Assistant

Irvine, CA · On-site

$24 - $25/hr

Update the contact management system with client/member contact and preference information * Assist Financial Advisors in the preparation and follow up for the client/member meetings * Tracks ...

previous pagenext page

Showing results 21-40

All JobsFinance Advisor JobsFinance Advisor Assistant JobsFinance Advisor Assistant Jobs in Riverside, CA

Finance Advisor Assistant information

See Riverside, CA salary details

$29.7K

$56.6K

$94.9K

How much do finance advisor assistant jobs pay per year?

As of Sep 2, 2026, the average yearly pay for finance advisor assistant in Riverside, CA is $56,592.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,800.00 and $65,700.00 per year, depending on experience, location, and employer.

What is a finance advisor assistant?

Finance Advisor Assistants are professionals who support financial advisors in managing client accounts, preparing reports, and handling administrative tasks. They help with scheduling meetings, maintaining client records, and researching investment options under the direction of a licensed financial advisor. Their role is crucial in ensuring smooth operations within financial advisory firms and enhancing the client experience. While they do not typically provide financial advice directly, they play an important role in client communications and service.

What does a finance advisor assistant do?

As a financial advisor assistant, you help a financial advisor support clients, especially when it comes to personal interactions with that client. You may help evaluate a potential investment, create daily schedules, provide customer service when clients have questions, and perform any other tasks required by the primary financial advisor. Assistants often schedule meetings, process emails and phone calls, create reports, prepare paperwork, clean the office, ensure compliance with applicable regulations, and generally see to the minutiae inherent to running a complex business. Some financial advisor assistants specialize in specific areas, such as money markets, insurance interests, or international investments.

What are the typical responsibilities of a finance advisor assistant?

A Finance Advisor Assistant typically supports financial advisors by preparing client reports, scheduling meetings, managing client communications, and organizing documentation for compliance. They play a critical role in ensuring that the advisory team runs efficiently, allowing advisors to focus more on client strategy and relationship-building. Assistants also help with follow-up tasks, data entry, and sometimes basic research, making them essential collaborators in delivering high-quality client service and maintaining smooth office operations.

What are the key skills and qualifications needed to thrive as a finance advisor assistant?

To thrive as a Finance Advisor Assistant, you need a solid understanding of financial concepts, attention to detail, and often a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Excel are typically required, and certifications like FINRA Series 6 or 7 can be advantageous. Strong organizational skills, professionalism, and effective communication are essential soft skills for client interactions and supporting advisors. These abilities ensure accurate data handling, efficient client service, and smooth operations within financial advisory teams.
More about Finance Advisor Assistant jobs

What are popular job titles related to Finance Advisor Assistant jobs in Riverside, CA?

For Finance Advisor Assistant jobs in Riverside, CA, the most frequently searched job titles are:

What job categories do people searching Finance Advisor Assistant jobs in Riverside, CA look for?

The top searched job categories for Finance Advisor Assistant jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for Finance Advisor Assistant jobs?

Cities near Riverside, CA with the most Finance Advisor Assistant job openings:

Finance Advisor Assistant jobs near you
Infographic showing various Finance Advisor Assistant job openings in Riverside, CA as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $56,592 per year, or $27.2 per hour.

Middle School Assistant Sports Advisor (JP #6) - IN-DISTRICT ONLY

Rialto Unified School District

Rialto, CA • On-site

$2.7K/day

Part-time

Re-posted 10 days ago

Rialto Unified School District rating

7.9

Company rating: 7.9 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

126th of 639 rated elementary and secondary schools

Job description

About the Employer
MISSION:
The mission of the Rialto Unified School District, the bridge that connects students to their aspirations for the future, is to ensure each student achieves personal and career fulfillment within a global society, through a vital system distinguished by:
• High expectations for student achievement
• Safe and engaging learning environments
• Effective family and community involvement
• Learning opportunities beyond the traditional school setting
• Appreciation of universal diversity
BELIEFS:
We believe that...
• Everyone has unique talent
• There is boundless power in all of us
• All people have equal inherent worth
• Diversity is strength
• Each person deserves respect
• High expectation inspires high achievement
• Risk is essential to success
• Common and individual interest are reciprocal
• Integrity is critical to trust
• Honest conversation leads to understanding
• Music is the universal language
• A strong community benefits all of its members
• Everyone can contribute to the good of the community
Requirements / Qualifications
Comments and Other Information
As of January 1, 2025: In accordance with Education Code section 44939.5, you are required by law to provide a complete list of every school district, county office of education, charter school and/or state special school that you have previously been employed no matter the length of service. Please include any part-time and/or substitution work in addition to any full-time employment positions. Failure to disclose any school district, county office of education, charter school and/or state special school that you have previously been employed may be deemed dishonestly in the hiring process and/or dishonesty following termination.

What Rialto Unified School District employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply